Approximately 40% of households pay taxes on their Social Security benefits, according to the Social Security Administration.

Below, we discuss nine important factors to keep in mind when deciding to do a Roth conversion. When you convert a traditional IRA to a Roth IRA, you will have to pay income tax on the conversion ...

As soon as you receive an inheritance, it gives you all the hope in the world that you are in a better financial situation ...

Do funds in a Roth IRA get the benefit of a stepped-up basis for my heirs when I die? – Ed No, the cost basis of the assets held within your IRA will not step up or reset to their current market value ...

The current market volatility serves as a timely reminder that your investment returns from a retirement vehicle, such as a Roth individual retirement account, will vary from year to year.

If you have a 401(k) or 403(b), personal finance expert Suze Orman says it might be time to consider a rollover — especially into an IRA or Roth IRA ... taxes on the conversion now could ...

The personal finance Reddit community encourages an 18-year-old to open a Roth IRA and start saving for retirement.

One of the big keys to ensuring you're saving enough is setting a specific numeric goal, and then mathematically working your ...